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Blog

Glen Zaugg | Nov 5, 2024

Avantax Market Update – November 2024

Finance
Education
Investments
Risk Management
In this month’s market update video, Austin Schaul, CFA®, Investment Research Principal at Avantax recaps returns for October and then shifts to discussion
Read More
Glen Zaugg | Nov 2, 2024

5 Damaging Myths About Money Talks & the Facts Behind Them

Investments
Finance
Lifestyle
Savings
Family

What money topics are the most taboo to talk about?

Earnings, debt, inheritance, or net worth?

For most of us, many financial topics are simply off-limits.1

That

Read More
Glen Zaugg | Oct 19, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

Read More
Glen Zaugg | Oct 8, 2024

Avantax Market Update – October 2024

Education
Finance
Risk Management
Investments
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for September and then shifts to discussion around
Read More
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Glen Zaugg | Oct 2, 2024

How to Reprogram & Improve Your Money Mindset

Finance
Investments
Savings

What’s the first thing you think of when it comes to money?

Are your thoughts more positive or negative?

Whatever’s natural to you can speak to your money mindset

Read More
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Glen Zaugg | Sep 19, 2024

7 Milestones At Age 50 & Above

Retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

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Glen Zaugg | Sep 6, 2024

Avantax Market Update – September 2024

Finance
Education
Investments
Risk Management
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for August and then shifts to discussion around the
Read More
Glen Zaugg | Sep 4, 2024

4 Pervasive Myths About Inflation

Investments
Finance

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than

Read More
Glen Zaugg | Aug 20, 2024

How to Beat Investing FOMO: The Power of Patient Wealth Building

Investments
Finance

Can you relate to any of the following?

  • “I should have bought that stock before the company went public!”
  • “What a shame — I wish I had invested in that new
Read More
Avantax Market Update
Glen Zaugg | Aug 5, 2024

Avantax Market Update – August 2024

Finance
Education
Risk Management
Investments
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for July and then shifts to discussion around the
Read More
Digital art image of a business person looking through a large set of binoculars.
Glen Zaugg | Aug 2, 2024

3 Investment Factors that Don’t Drive Long-term Returns

Investments

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short

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Glen Zaugg | Jul 18, 2024

A Guide to Pensions & Retirement Benefits

Retirement
Investments
Tax Planning

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement

Read More

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